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Bridgeworth’s WisdomTree US High Dividend Fund DHS Stock Holding History

Bridgeworth’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,501
Closed -$289K – 148
2021
Q4 		$289K Buy
+3,501
New +$278K 0.06% 124
2018
Q3 		– Sell
-1,100
Closed -$76K – 228
2018
Q2 		$76K Buy
+1,100
New +$76K 0.03% 223

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bridgeworth's DHS Position: Q1 2022 in Review

Bridgeworth sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2022, closing a stake of 3,501 shares — an estimated $289K sold.

Bridgeworth first reported a position in DHS in Q2 2018 and held it in 2 quarters. The position peaked at $289K in Q4 2021. 176 funds tracked by Wall St. Rank hold DHS as of Q1 2022.

  • Bridgeworth reported no remaining WisdomTree US High Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Bridgeworth sold 3,501 WisdomTree US High Dividend Fund shares in Q1 2022, an estimated $289K.
  • Bridgeworth first reported a position in WisdomTree US High Dividend Fund in Q2 2018 and held it in 2 quarters.
  • Bridgeworth's WisdomTree US High Dividend Fund position peaked at $289K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2022.

Based on Bridgeworth's 13F filing for Q1 2022, filed 9 May 2022.